Create a project from a template

You can create a basic or multi-stage project based on an existing template, inheriting all the characteristics of that template, including duration.

Note

Project assets and content are not copied to the new project.

To create a project from a template:

  1. On the menu bar, click Project > Projects.

  2. On the Projects page, click New project.

  3. In the New project dialog, select From template, and fill out the following fields:

    Field

    Description

    Mandatory

    Template

    The required template. Enter a valid template name or click Add plus sign to search for it.

    Yes

    Name

    The name of the new project.

    Yes

    Start date

    The date when the project starts. Click the date picker or enter a date.

    No

  4. Click Create.

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